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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,987 | $100,911-46.5% | $90,440-40.3% | $158,966-66.0% |
| Participation rate | 23.1% | 75.0%-52.0pp | 72.7%-49.6pp | 82.0%-58.9pp |
| Annual return | 5.02% | 1726.62%-1721.6pp | 1294.38%-1289.4pp | 302.95%-297.9pp |
| Employer contribution / active EE | $330 | $3,690-91.1% | $3,263-89.9% | $4,762-93.1% |
| Participant deferral / active EE | $615 | $4,348-85.8% | $3,964-84.5% | $5,983-89.7% |
| Admin fee / account holder | $34,967 | $6,507+437.3% | $5,615+522.8% | $11,250+210.8% |